How to deal with a large volume of leads using the CRM system?

#CRM   |   #Pipedrive   |   #Automation  |   #LeadBox  |   #Wepster

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What was BEFORE our cooperation

  • A large volume of incoming traffic, which required correct distribution for quick processing by managers
  • Different tools of communication with potential customers that required increased attention of managers

PURPOSE and criteria set before us by the client:

  • The ability to transfer a pool of up to 5,000 - 10,000 orders to the Pipedrive CRM system at once without data loss during such transfer
  • An ability to control the presence of duplicate contacts and duplicate deals according to certain rules according to the customer's business process
  • An ability to configure and change the settings for the distribution of deals among the sales department without the involvement of programmers as quickly and conveniently as possible
  • Obtaining data on traffic sources up to the names of advertising requests and advertising forms
  • An ability to combine managers and clients through messengers into a single system of communication

What solution was chosen:

KPI AFTER cooperation

0 %
Accelerated lead processing
0 %
Leads is transferred to the CRM system

Why LeadBox was chosen:

  • LeadBox allowed quickly and flexibly without additional programming to make and change the settings of deal creation and distribution of leads depending on the current situation and the workload of managers
  • It allowed to connect necessary sources of traffic to the CRM-system during the 2 hours and give the work activity to sales managers
  • It became a main element of the end-to-end analytics and optimization of advertising companies for success work of marketing department

WHAT WAS DONE

Achieved the goals in 1 week:

  • Analyzed sales processes and create a scheme for finalizing the LeadBox functionality and additional automation settings within the framework of the Pipedrive CRM system
  • We created a Wepster account and made preliminary settings for the further formation of the technical task of integrating Wepster with the Pipedrive CRM system
  • We connected lead sources to Pipedrive through the LeadBox widget and set up control of duplicate deals and distribution of new leads to managers
  • Conducted consulting support for connecting LeadBox to the site, taking into account the features of the web resource platform and the multi-functionality of the forms
  • Made training on how to use LeadBox and Pipedrive at the admin level, to enable the customer to independently change and optimize program settings for the processes of a rapidly developing company

There are two most important components of successful sales and development for every info business:
1) The speed of processing an incoming lead  The optimal time from receiving lead to the first contact is up to 5 minutes. Such indicators are the key to a good conversion of the sales department

2)  End-to-end analytics The ability to see and evaluate with live data not only the conversion to leads from all traffic sources, but also the conversion to sales and return on investment

 

More about implementation of CRM

Project curator:

This is not the first info-business project that we automate, so the tasks were familiar and just as interesting as any project with lots of input and fast forward movement.

Olena Toptunenko

Case team:

Alyona Mukomelets

Maria Shapoval

Speed ​​of implementation of the service LeadBox:

3 days

Taking into account the connection of LeadBox and its custom refinement at the request of the customer 

Achieved results:

  • The integration of Pipedrive with LeadBox allowed processing an array of leads 30 times larger than at the beginning of the work
  • Кастомні доналаштування LeadBox створені саме під Замовника дозволили пришвидшити та підвищити якість обробки лідів за рахунок наявної в єдиній картці угоди інформації щодо всіх замовлень як вдалих так і відмов по кожному клієнту;
  • The integration with Wepster has made the work of managers faster due to the existing CRM history of communication with the client via messenger and the absence of the need to manually create leads in CRM
  • Автоматизація Pipedrive дозволила зняти з керівника продажів частину механічної роботи по розподіленню лідів та дозволило приділити цей час аналізу аналітичних показників відділу продажів
  • Налаштування передачі джерел трафіку дозволил створити наскрізну аналітику та оптимізувати рекламні вкладення маркетинговому відділу

The ecosystem, which united more than 25 employees both for communication with clients and for ensuring the smooth operation of the entire company, was laid. Next steps to scale and optimize based on data. 

I want the same, or even better!
0 %
Deals enter the CRM from various traffic sources
0 %
Комунікації по клієнту можна побачити в CRM

Why do companies need LeadBox?

It gives an ability tochange the settings of the CRM system and widgets related to attracting leads quickly without involving programmers or other technical specialists This allows you to save sometimes thousands of dollars of possible unreceived profit due to loss of time. 

How LeadBox can expand a standard functionality of the CRM system:

  • It allows you to store leads in queues and transfer them to the CRM system according to the capabilities of the CRM itself. So no lead is wasted
  • It allows you to get leads from sources that are not integrated into your CRM system. For example: Facebook Lead Forms / Manycha / Weblium / TypeForms / Marketplaces, - and any source that issues data on Webhook
  • It adds more accurate data on top-selling key queries and ad campaigns to CRM analytics
  • It allows you to customize and quickly turn into reality any of your wishes regarding additional rules of distribution and creation of new leads

Do you plan to achieve more results?

We will select solutions to unleash the financial potential of your sales department to the top results

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